Nvidia Certifies Three Leading Memory Chip Suppliers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: seekingalpha
- Memory Chip Supplier Certification: Nvidia CEO Jensen Huang confirmed that Samsung Electronics, SK Hynix, and Micron Technology have been certified to supply the latest high-bandwidth memory chips HBM4 for Nvidia's AI accelerators, marking a significant advancement for Nvidia's next-generation Vera Rubin platform.
- Vera Rubin Platform Production: Huang stated that the Vera Rubin platform is now in full production and set for deliveries in the third quarter of this year, with systems integrating Nvidia's central processing units and graphics cores, equipped with terabytes of HBM4 in each server, significantly enhancing AI computing capabilities.
- R&D Center Hiring: Nvidia is actively hiring for a new research and development center in Korea, with Huang revealing scheduled meetings with major companies like Hyundai, LG, SK, Samsung, and Naver, indicating the company's commitment to the Korean market and potential for future collaborations.
- Industry Collaboration Opportunities: By engaging with leading tech firms, Nvidia is not only seeking technological partnerships but may also strengthen its market leadership in AI through these collaborations, driving future innovation and growth.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 218.660
Low
200.00
Averages
264.97
High
352.00
Current: 218.660
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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